Norbert Lou portfolio
Every US-listed position Punch Card Management L.P. reported in its 13F for Q2 2026, the quarter ended 2026-06-30, filed with the SEC on 2026-08-14. 5 positions at the quarter end, with none opened or closed during it.
Holdings at Q2 2026
| Ticker | Company | Allocation | Value | Shares | Change |
|---|---|---|---|---|---|
| BRK-A | Berkshire Hathaway Inc | 42.42% | $108.58M | 145 | - |
| CROX | Crocs, Inc. | 27.20% | $69.63M | 577,170 | Trimmed |
| PDD | PDD Holdings Inc. | 12.37% | $31.66M | 415,004 | - |
| PYPL | PayPal Holdings, Inc. | 10.61% | $27.16M | 628,907 | - |
| SGOV | iShares 0-3 Month Treasury Bond ETF | 7.39% | $18.93M | 188,000 | Trimmed |
What changed in Q2 2026
| Action | Ticker | Company | Share change | Value |
|---|---|---|---|---|
| Trimmed | CROX | Crocs, Inc. | -17,400 | $69.63M |
| Trimmed | SGOV | iShares 0-3 Month Treasury Bond ETF | -272,000 | $18.93M |
Other investors
Mohnish PabraiGreg AlexanderMichael BurryClifford SosinValley Forge CapitalGuy SpierNelson PeltzLi Lu